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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
3426
Pine Harbor Wealth Management
Maryland
$515K +$39.9K +204 +9%
WI
3427
Wedgewood Investors
Pennsylvania
$514K +$497K +2,543 New
MCC
3428
Maiden Cove Capital
Maine
$513K +$505K +2,581 New
TC
3429
TAGStone Capital
North Carolina
$513K +$12.9K +66 +3%
IDBONY
3430
Israel Discount Bank of New York
New York
$513K -$481K -2,458 -49%
BDFN
3431
Bond & Devick Financial Network
Minnesota
$513K -$39.1K -200 -7%
WFA
3432
WMG Financial Advisors
Tennessee
$512K +$15.8K +81 +3%
MF
3433
Montis Financial
Massachusetts
$512K -$196 -1 -0%
AFIA
3434
America First Investment Advisors
Nebraska
$512K – – –
CL
3435
COWA LLC
Oklahoma
$512K – – –
JGIA
3436
Jackson Grant Investment Advisers
Connecticut
$510K -$80.7K -413 -14%
CIM
3437
Contravisory Investment Management
Massachusetts
$510K -$15.2K -78 -3%
CTC
3438
Corundum Trust Company
South Dakota
$508K +$491K +2,512 New
IDA
3439
Intelligence Driven Advisers
California
$507K +$70.4K +360 +17%
NC
3440
NovaPoint Capital
Georgia
$507K -$75.5K -386 -13%
HFS
3441
Heritage Financial Services
Massachusetts
$507K -$21.5K -110 -4%
PCM
3442
Presidio Capital Management
California
$505K +$82.1K +420 +20%
LIA
3443
Lynx Investment Advisory
District of Columbia
$505K +$488K +2,496 New
NWA
3444
Navis Wealth Advisors
New York
$504K +$29.1K +149 +6%
AL
3445
Arnhold LLC
New York
$504K – – –
GAM
3446
Garrison Asset Management
Arkansas
$504K -$3.52K -18 -0.7%
FSA
3447
Financial Security Advisor
Virginia
$502K +$1.76K +9 +0.4%
SBWIC
3448
Schaper Benz & Wise Investment Counsel
Wisconsin
$502K +$49.3K +252 +11%
FWI
3449
Facet Wealth Inc
Maryland
$501K +$47.7K +244 +12%
JCIA
3450
Jackson Creek Investment Advisors
Colorado
$500K -$566K -2,897 -54%
136 137
138
139 140